Filed February 22, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,305 | $121,341-4.1% | $189,513-38.6% | $79,386+46.5% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 13.59% | 21.08%-7.5pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,233 | $3,915-17.4% | $6,162-47.5% | $2,427+33.2% |
| Participant deferral / active EE | $5,290 | $6,395-17.3% | $8,221-35.7% | $4,046+30.8% |
| Admin fee / account holder | $15 | $651-97.7% | $12,045-99.9% | $626-97.6% |